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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,087 | $110,410-65.5% | $102,437-62.8% | $145,897-73.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.57% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.7pp |
| Employer contribution / active EE | $7,055 | $4,217+67.3% | $3,871+82.3% | $4,663+51.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,976 | $9,745-48.9% | $8,388-40.7% | $13,390-62.8% |